HAROLD M SKEETS HERITAGE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD M SKEETS HERITAGE FOUNDATION INC (EIN 75-3142155)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201401329349100615
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T09:29:25-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E HOWE & CO CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 CHESLEY DR | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 190631754 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753142155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD M SKEETS HERITAGE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | CO HAROLD R HERITAGE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1 |
| City | THOROFARE | City |
| State | NJ | State |
| ZIP Code | 08086 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD R HERITAGE SR | PersonNm |
| Person Title | Vice Pres, SECY | PersonTitleTxt |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Herbert I Berkowitz | PreparerPersonNm |
| PTIN | P00517879 | PTIN |
| Phone | 6105216556 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,276 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $78 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $328 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $78 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $589 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $27 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,578 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,578 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $78 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,340 | CashBOYAmt |
| Cash EOY | $396 | CashEOYAmt |
| Cash EOYFMV | $396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,802 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,880 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,880 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $31,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $31,142 | UnrestrictedBOYAmt |
| Unrestricted EOY | $29,276 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,866 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,276 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,276 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,652 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,598 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,326 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04795 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,997 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,220 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05670 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,992 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,697 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05284 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,483 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,047 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10662 | DistributionYr5Rt |
| Total Distribution | 0.31638 | TotalDistributionRt |
| Average Distribution | 0.06328 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,756 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,883 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,884 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,578 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2 | SubtotalAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD R HERITAGE | BusinessNameLine1 |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1 |
| City | THOROFARE | City |
| State | NJ | State |
| ZIP Code | 08086 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN R HERITAGE SR | ||||||
| 1016 JUNIPER COURT | WOODBURY | NJ | 08096 | Pres., TREAS. | 0.00 | $0 |
| HAROLD R HERITAGE SR | ||||||
| 158 W WOLFERT STATION ROAD | MICKLETON | NJ | 08056 | Vice Pres, SECY | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,209 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $30,209 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $453 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,756 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2 | TotalTaxAmt |
| Distributable Before Adj | $1,486 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,486 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,578 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,578 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,578 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,578 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,578 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,578 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Undistributed Income CY | $1,486 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HMH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 JESSUP ROAD | AddressLine1 |
| City | THOROFARE | City |
| State | NJ | State |
| ZIP Code | 08086 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8568452855 | RecipientPhoneNum |
| Form And Info And Materials | TWO PAGE SCHOLARSHIP APPLICATION FORM (INCLUDING LETTER OF RECOMMENDATION, 250 WORD ESSAY, CURRENT & COMPLETE TRANSCRIPT OF GRADES AND A COPY OF LAST SEMESTERS TUITION PAYMENT) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 15 TO BE AWARDED BY JANUARY 15 NEXT YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPLOYEE OF HERITAGES DAIRY STORES INC FOR ONE YEAR, WORKED OVER 500 HOURS DURING THE PREVIOUS YEAR AND A CURRENT EMPLOYEE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIANA MURPHY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 CENTRAL AVENUE | AddressLine1 |
| City | RUNNEMEDE | City |
| State | NJ | State |
| ZIP Code | 08078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $1,578 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,578 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $78 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $589 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| IRS 990PF EXCISE TAX | $2 |
| NJ ANNUAL REPORT | $25 |